Dynamic Account Executive Role In Calgary Alberta (Canada)

Dynamic Account Executive Role In Calgary Alberta (Canada)

04 Sep
|
Odyssey Trust
|
Canada

04 Sep

Odyssey Trust

Canada

Join Odyssey Trust Company as an Account Executive in Calgary, where your skills will directly contribute to client satisfaction and innovative solutions. This role emphasizes rapid-paced client interaction and support.

As a critical member of our team, you will be responsible for managing client portfolios and ensuring timely responses to inquiries. Your work will involve overseeing treasury orders, coordinating dividend payments, and maintaining organized client information. Candidates should demonstrate a solid entrepreneurial spirit and a proactive approach to challenges.

Key Responsibilities:
• Oversee client service delivery and interactions
• Prepare reports and coordinate treasury processes
• Maintain organized client accounts and information




• Assist in preparing meeting materials and coordination
• Participate in internal meetings to enhance processes

Requirements:
• Experience in trust companies or brokerage preferred
• Exceptional written and verbal communication skills
• Robust organizational and multitasking abilities
• Familiarity with Office 365 suite
• Completion of Canadian Securities courses is an asset

Elevate your career in a role that prioritizes client innovation at Odyssey Trust Company.
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📌 Dynamic Account Executive Role In Calgary Alberta (Canada)
🏢 Odyssey Trust
📍 Canada

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